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Annuity Puzzle Solved: Dont Buy Them
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For nearly 50 years, financial economists have scratched their heads wondering why more people,at least those without significant bequest motives, didn’t buy annuities.
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Annuity Fees A Turnoff For Clients And Advisers
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Products are ‘difficult to assess,’ commission-based distribution seen as a problem.
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Annuities Explained: The Choices And Red Flags
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Companies are licking their chops at the prospect of a wave of baby boomers leaving their jobs with trillions of dollars in 401(k)s and other savings accounts.
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All About Annuities
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Of all the products offered to investors, few are more controversial than variable annuities. The conventional wisdom is that variable annuities are sold, not bought.
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Section 1035: Tax-Free Exchange of Life Insurance Policies
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This issue of The Wealth Counselor examines a topic that should interest all owners of non-term life insurance policies and their advisors – Internal Revenue Code Section 1035 and its application.
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8 Notable Trends In The VA Business
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Variable annuities are at a turning point in product development, as insurers juggle a desire to remain in the market without saddling their books with even more long-dated risk.
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Does Vanguard Pose A Threat To Advisers
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While some see online advice from fund giant as competition, many see it as complementary.
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Wealth Poisons Kids Says Aussie Finance Tycoon
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Wealthy Don’t Want to Spoil Kids, but Can’t Help It.
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Living With The Realities Of Your Estate Planning Documents
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Partial article taken from Ben Combs: Why you should have a living trust.
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Ideas To Help Your Family
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Here is a checklist to make sure your tax and estate plan are up to date for you, your parents, children, charities and loved ones.
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